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Complainant: Mr N
Complaint Topic: Transfers: general
Ref: PO-7651
Outcome: Not upheld
Respondent: The trustees of the Plan
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by the Trustees.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr N’s complaint against the Trustees is that:

  • they moved his benefits from the Plan to the Master Trust without his consent;
  • they ignored his recent request for information; and
  • the transfer value from the Plan to the Master Trust was incorrect.

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